DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Advisor moves
Arrivals at Lasting Mark Retirement Group LLC
A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.
| Advisor | From | To | Type | Left | Registered |
|---|---|---|---|---|---|
| Michael W. Parker | Acrylic Financial, Inc. independent RIA | Lasting Mark Retirement Group LLC state registered | RIA to a state-registered adviser | Jul 6, 2026 | Sep 8, 2026 (64 d) |
| Jarrod Paul Null | Sageguard Financial Group, LLC independent RIA | Lasting Mark Retirement Group LLC state registered | RIA to a state-registered adviser | Jan 14, 2026 | Feb 3, 2026 |
| Daniel Aurelian Nicolaescu | Simplicity Wealth mixed wealth | Lasting Mark Retirement Group LLC state registered | RIA to a state-registered adviser | Jul 23, 2025 | Aug 11, 2025 |
| Joe Stephen Selby | First Heartland Consultants, Inc. BD affiliated | Lasting Mark Retirement Group LLC state registered | Affiliated broker-dealer or bank to a state-registered adviser | Oct 31, 2024 | Oct 31, 2024 |
| Patrick Thomas Schmidt | Golden Reserve Retirement, LLC independent RIA | Lasting Mark Retirement Group LLC state registered | RIA to a state-registered adviser | Jun 21, 2022 | Feb 28, 2024 (617 d) |
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5 moves match.